GLG News by Experts in the Food & Beverage Council

Ralcorp's potential pucrhase of Post cereals for $2.8 billion dollars will shake up the cereal category and provide another stronger competitor to General Mills and Kellogg's.The winner will be Ralcorp if they can successfully integrate Post and leverage their brands to strengthen their private label...

Wheat prices are up 100% in 12 month's. Dairy prices continue to climb, increasing the costs of most food manufacturers.Is this a temporary phenomenon or is food inflation here to stay ?  Both Kellogg's and Kraft have provided disappointing guidance in the last few weeks blaming wheat and dairy...

Commodity cost increases (wheat,corn,oil,sugar) are causing havoc with food and CPG companies bottom lines.The significant upward pressures of wheat (+100% latest 12 months) specifically impact all cereal,baking, pasta and many other food companies profits. The key questions surrounding these increases...

Interstate Bakeries and its unions are locked in a negotiating stalemate  over employee jobs and compensation.Specifically, IBC's management is looking for job cuts and lower costs from the unions to make the company more cost competitive.The unions obviously are seeking to minimize impact on its...

Kraft Foods has reported some progress in their recent quarterly earnings but the jury is still out on whether they can show sustainable sales and growth.Kraft has underperformed its food company peers over the last few years primarily because they have gotten away from what made them successful: new products...

Casual Dining (both fast casual and regular casual) has been on the downswing fonce before the beginning of the year; some brands even longer.  So, what's the problem here?  Is it too late?  If not, when will it change around?  These are the questions that I get asked all the time...

1.  Consumer Product Goods companies are at risk for commodity price increases even if they are not directly involved in the basic commodity businesses. 2.  In this case, Milk is the Produced article which is "manufactured" by cows eating basic commodity ingredients. 3.  Companies like...

Pressure to grow in new beverage categories is intense, yet the major soft drink companies are finding the costs and risks of innovation away from carbonated soft drinks to be difficult.   A competitive buying frenzy is about to begin, but can the bottlers, programmed to sell cola, effectively...

1)  The Sunday after a strong earnings call for 3q 2007, the PR mastery of Hain Celestial continued in a NY NEWSDAY profile of Irwin Simon.  Simon looked so great in the piece that one doubts it could have been any rosier had the Hain Communications Department written it2)...

While many in the natural and organic products industry were foaming at the mouth with the prospects of doing business with the retail giant, others were skeptical from the start. While a few high volume items, notably organic milk, that appeal to a wide range of consumers were likely additions to...